4 Key Project Planning Strategies
Complimentary Webinar
This event has ended you may watch the recording here
Date: Thursday, April 23, 2020
Time: 11 AM PT / 1 PM CT
Join Mary Hrdlicka, Project Manager, at Clients First Business Solutions to learn how to implement 4 key project planning, design and resource scheduling strategies.
During this webinar we will demonstrate the following key project planning and design automation strategies:
- How to forecast the project sales stream including the following:
- Forecast sales opportunities
- Confirm project quotations are accurate before sending to the customer for approval
- Speed up quoting, estimating and project details process to deliver more with less cost
- Monitor project status, review refine and improve project estimating, project planning
- Confirmation of project budget:
- Determine revenue and cost estimates by project category
- Configurable workflow for budget approval
- Determine revenue by milestone dates
- Confirm billing rules and what to bill at each milestone
- Reporting on budget vs actual
- Project procurement planning design:
- Determine project outsourced services availability with procurement planning
- Notify purchasing of outsourced services shortages
- Identify outsourced services lead time bottlenecks to meet deadlines
- Plan for materials and supplies needed
- Mobile labor and expense tracking – productive or non-productive:
- How to track live labor information against the project or service work tickets
- How to use expense management to easily track project and service expenses